Dakota Wealth Management
Position in BRK-B — Berkshire Hathaway Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in BRK-B
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,220,157
+$936,155 QoQ
Shares Held
64,893
-1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#705
of 4,965 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRK-B Over Time
Shares Held
Position Value (USD)
Position in Insurance - Diversified
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $35,033,917 across 2 Insurance - Diversified names. BRK-B ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRK-B |
Berkshire Hathaway Inc
This page
|
64,893 | $33,220,157 | |
| 2 | ACGL |
Arch Capital Group Ltd.
|
18,687 | $1,813,760 |
All Filings in BRK-B
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37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 BRK-A | $748,850 | 1 | Shares | Sole | 2026-08-07 | |
| 2026-06-30 | $32,471,307 | 64,892 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 BRK-A | $718,140 | 1 | Shares | Sole | 2026-08-26 | |
| 2026-03-31 | $31,565,862 | 65,872 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 BRK-A | $754,800 | 1 | Shares | Sole | 2026-08-26 | |
| 2025-12-31 | $35,933,945 | 71,489 | Shares | Defined | 2026-08-26 | |
| 2025-09-30 BRK-A | $754,200 | 1 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 | $32,196,977 | 64,043 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 BRK-A | $728,800 | 1 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $43,502,646 | 89,554 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 BRK-A | $798,442 | 1 | Shares | Sole | 2025-05-02 | |
| 2025-03-31 | $51,063,770 | 95,880 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 BRK-A | $680,920 | 1 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $32,839,229 | 72,448 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 BRK-A | $691,180 | 1 | Shares | Sole | 2024-10-23 | |
| 2024-09-30 | $34,270,959 | 74,460 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 BRK-A | $612,241 | 1 | Shares | Sole | 2024-07-22 | |
| 2024-06-30 | $30,634,074 | 75,305 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 BRK-A | $634,440 | 1 | Shares | Sole | 2024-04-24 | |
| 2024-03-31 | $31,983,910 | 76,058 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 BRK-A | $542,625 | 1 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $21,739,140 | 60,952 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 BRK-A | $531,477 | 1 | Shares | Sole | 2023-10-24 | |
| 2023-09-30 | $21,061,086 | 60,123 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $20,499,556 | 60,116 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $13,965,975 | 45,231 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $14,113,640 | 45,690 | Shares | Other | 2023-02-08 | |
| 2022-06-30 | $10,162,076 | 37,221 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $17,222,007 | 48,800 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,571,400 | 8,600 | Shares | Other | 2022-02-10 | |
| 2021-09-30 | $2,181,608 | 7,993 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,402,940 | 5,048 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,093,922 | 4,282 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,043,415 | 4,500 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $899,245 | 4,223 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $666,377 | 3,733 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $952,909 | 5,212 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||